13
January
2020

Where am I at Financially?

Where am I at Financially?

Last week I turned FORTY! I’m really not sure where all the years went. I think back fondly on my 21st and 30th birthdays and they certainly don’t feel like the 10 and 19 years ago that basic maths tells me they were. Like most milestones, major birthdays can be great cause for reflection and, during the last week, I’ve looked back at all the things I imagined I would have achieved by the time I reached 40.

I feel fortunate that I have achieved many of the goals I had both formally and informally set for myself in my career, my life and financially. However, there are many areas where I have fallen short of my aims. Embarrassingly, as a Financial Planner who is a big believer in superannuation, I have far less money in my super than I’d like. This is a consequence of being self-employed for almost all of my entire working career.

Author; Alex McKenzie Categories: Future Financial Services Blog

About the Author

Alex McKenzie

Alex McKenzie

Owner at Future Financial Services

Past:

  • Paraplanner at Zammit Partners Investments
  • Unit Trust Administrator at Colonial First State

Education

  • University of Western Sydney
  • Penrith High

About

As a Financial Planner I help people to achieve what they would like in life. This involves helping you to identify the things in life they would like , developing plans to help achieve them and strategies to protect what you already have. We do this by providing Financial Advice to guide you through your life stages.

The financial planning process involves determining a clients current situation and financial objectives and tailoring strategies to assist in best achieving those objectives.

I am an expert in superannuation, investments and insurance, these are tools we use to help you achieve your goals.

I aim to use my knowledge of superannuation, taxation and Centrelink to efficiently use your assets and income to achieve your financial goals.

Retirement and pre-retirement planning, wealth creation, asset protection, insurance planning and estate planning are all areas of advice that I provide.

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